PodClips

Insights Now

Business EN ↓ 157 episodes

Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.

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Asset Class: Is it Time for Value? 09.11.2023 11:59

Season 02 Episode 01 Tune in to hear Dr. David Kelly and Clare Hart, Lead Portfolio Manager of the Equity Income Fund here at JP Morgan Asset Management, to discuss if investors should take a closer look at value in 2021.

A Land with Zero Rates 08.11.2023 14:05

Season 01 Episode 07 Tune in to hear Dr. David Kelly and Jordan Jackson, Global Market Strategist, discuss how low-interest rates have made the fixed income environment even more challenging for investors.

Power for the People: The Outlook for Energy 08.11.2023 26:14

Season 01 Episode 06 Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term.

The Fiscal Decade 08.11.2023 37:25

Season 01 Episode 05 Tune in to hear David Kelly and John Bilton, Head of Global Multi-Asset Strategy, discuss the key themes and issues that are going to drive both economic growth, inflation, monetary and economic policy, and ultimately asset returns.

Behavioral Finance Pitfalls and How to Overcome Them 08.11.2023 21:56

Season 01 Episode 04 Tune in to hear David Kelly and Global Market Strategist Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of.

Demographic Potholes 08.11.2023 23:23

Season 01 Episode 03 Many trends that persisted before 2020 have been accelerated by the COVID crisis, including dramatic shifts in demographics. Baby boomers, the largest generation ever, are aging and deaths are on the rise. Immigration has essentially halved compared to three years ago. And last year we saw the lowest birth rate ever.

China : Too Big to Ignore 07.11.2023 28:37

Season 01 Episode 01 For global markets, there is no long-term issue greater than the growth and evolution of China as an economic superpower. Tune in to hear David Kelly and Global Market Strategist Gabriela Santos discuss the extraordinary progress in China’s economy.